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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1826
Cypress Wealth Services
California
$733K -$60.9K -3,800 -9%
PFM
1827
Parsec Financial Management
North Carolina
$733K +$38.5K +2,400 +7%
TWA
1828
TCI Wealth Advisors
Arizona
$729K +$15.4K +960 +3%
KWA
1829
KCS Wealth Advisory
California
$727K – – –
BWLSA
1830
Blue Water Life Science Advisors
California
$726K – – –
KTC
1831
Kistler-Tiffany Companies
Pennsylvania
$726K +$41K +2,560 +8%
LJAC
1832
L.J. Altfest & Co
New York
$723K -$60.3K -3,760 -9%
CHA
1833
Cooper/Haims Advisors
New York
$722K +$308K +19,200 +114%
ACM
1834
ACT Capital Management
Pennsylvania
$721K +$577K +36,000 New
FPCM
1835
Financial Partners Capital Management
New York
$720K – – –
WCFA
1836
Walkner Condon Financial Advisors
Wisconsin
$720K -$32.1K -2,000 -5%
PFBT
1837
Parkside Financial Bank & Trust
Missouri
$720K -$14.1K -880 -2%
FNBOSM
1838
First National Bank of South Miami
Florida
$719K +$23.1K +1,440 +4%
BM
1839
Brandywine Managers
Delaware
$713K – – –
CWA
1840
Clearview Wealth Advisors
Oregon
$713K +$641 +40 +0.1%
BCA
1841
Biltmore Capital Advisors
New Jersey
$712K +$34K +2,120 +6%
KOMWMG
1842
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$711K -$12.8K -800 -2%
OCM
1843
Orion Capital Management
California
$711K – – –
XF
1844
XML Financial
Maryland
$710K +$7.69K +480 +1%
MFG
1845
Monte Financial Group
Connecticut
$707K -$89.1K -5,560 -14%
ECM
1846
Estabrook Capital Management
New York
$706K +$1.68M +104,960 +289%
FCA
1847
FinTrust Capital Advisors
South Carolina
$704K +$41K +2,560 +8%
RCIM
1848
Russell Clark Investment Management
United Kingdom
$700K – – –
PWS
1849
Precision Wealth Strategies
Missouri
$698K +$71.2K +4,440 +15%
SGCA
1850
Steel Grove Capital Advisors
Tennessee
$697K +$1.92K +120 +0.3%
72 73
74
75 76